Number of Shares
462,368.00
Current Holdings Value*
$11.83 Mil
% of Portfolio
11.84%
Total Estimate Gain
$146,922.33
% of Total Estimate Gain
1.22%

MARQUETTE ASSOCIATES, INC.'s Neuberger Berman Option Strategy ETF Holding Summary

As of 2025-03-31, MARQUETTE ASSOCIATES, INC. held 462,368.00 shares of Neuberger Berman Option Strategy ETF(NBOS), totaling $11.83 Mil. This investment constitutes 11.84% of their stock portfolio, and MARQUETTE ASSOCIATES, INC. now holds 2.57% of the outstanding Neuberger Berman Option Strategy ETF(NBOS) stock.

The initial trade took place in 2024Q1. And since then MARQUETTE ASSOCIATES, INC. has made 2 purchases of NBOS, at an average price of $26.03, for a total of 462,368.00 shares. Based on historical transaction data and NBOS's current price of $26.34, MARQUETTE ASSOCIATES, INC.'s estimated gain on his NBOS holdings is $146,922.33, reflecting a 1.22% gain to date.

MARQUETTE ASSOCIATES, INC. NBOS ($26.34) Holding Chart

MARQUETTE ASSOCIATES, INC. NBOS ($26.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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